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Lloyd Advisory Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Lloyd Advisory Services’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11M Buy
81,212
+79,324
+4,201% +$4.06M 1.59% 12
2026
Q1 		$96.3K Sell
1,888
-48,406
-96% -$2.53M 0.03% 206
2025
Q4 		$2.6M Buy
50,294
+3,116
+7% +$165K 1.01% 16
2025
Q3 		$2.51M Sell
47,178
-506
-1% -$26.4K 1.18% 19
2025
Q2 		$2.5M Buy
47,684
+1,394
+3% +$72.2K 1.21% 17
2025
Q1 		$2.54M Sell
46,290
-15,395
-25% -$824K 1.28% 16
2024
Q4 		$3.21M Sell
61,685
-2,645
-4% -$145K 1.52% 14
2024
Q3 		$3.72M Buy
64,330
+3,020
+5% +$170K 1.8% 15
2024
Q2 		$3.32M Buy
+61,310
New +$3.3M 1.56% 14
2022
Q4 		– Sell
-9,110
Closed -$511K – 50
2022
Q3 		$511K Buy
+9,110
New +$599K 0.37% 34

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Lloyd Advisory Services's LTPZ Position: Q2 2026 in Review

Lloyd Advisory Services increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 4,201% in Q2 2026, buying an estimated $4.06M and bringing the position to 81,212 shares worth $4.11M. The position accounts for 1.59% of the portfolio, ranked #12.

Lloyd Advisory Services first reported a position in LTPZ in Q3 2022 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Lloyd Advisory Services held 81,212 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $4.11M as of Q2 2026.
  • Lloyd Advisory Services bought 79,324 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $4.06M.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1.59% of Lloyd Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Lloyd Advisory Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 10 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.